World Insurance Associates ยท 2 months ago
Sales Executive - Personal Lines/High Net Worth
Hamden, CT
Full-time
Onsite
Mid, Senior LevelWorld Insurance Associates is a fast-growing financial services organization specializing in personal and commercial insurance. The Sales Executive will focus on identifying and closing new commercial clients while also providing personal lines insurance and employee benefits solutions.
Customer ServiceFinanceFinancial ServicesInsurance
Responsibilities
Identify, prospect, and cultivate new business, with a focus on commercial accounts
Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing
Track all sales activities in HubSpot and leverage HubSpot to its fullest potential
Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services
Qualification
Required
Must have proven experience with a range of insurance solutions to bring value to clients
Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services)
Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business
Preferred
Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company's training program
Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot)
Built and presented client 'pitch decks' / presentations
Benefits
401(k) match that is immediately fully vested.
Company
World Insurance Associates
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 1956
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase